Linonia Partnership LP 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
Linonia Partnership LP disclosed 10 US equity positions worth $3.8bn in its Q3 2025 13F filing. The largest position was GWRE at 26.0% of the reported book, followed by VEEV and SGI. Against the Q2 2025 filing, it opened 0 new positions, added to 3 and reduced 0 among the top 10 holdings.
What did Linonia Partnership LP own in Q3 2025? Top 10 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | GWRE GUIDEWIRE SOFTWARE INC | Technology | 26.0% | $991.2m | 4,312,151 | 27% | added |
| 2 | VEEV VEEVA SYS INC | Healthcare | 23.2% | $884.9m | 2,970,254 | 43% | added |
| 3 | SGI SOMNIGROUP INTERNATIONAL INC | Consumer Cyclical | 19.4% | $740.0m | 8,775,347 | 0% | held |
| 4 | LIBERTY MEDIA CORP DEL | 14.6% | $557.3m | 5,746,719 | 1% | added | |
| 5 | LIBERTY MEDIA CORP DEL | 6.2% | $235.7m | 2,498,950 | 0% | held | |
| 6 | FWONA LIBERTY MEDIA CORP DEL | 5.3% | $201.7m | 2,118,059 | 0% | held | |
| 7 | LYV LIVE NATION ENTERTAINMENT IN | Communication Services | 2.9% | $110.0m | 673,090 | 0% | held |
| 8 | LLYVK LIBERTY MEDIA CORP DEL | 2.0% | $74.8m | 716,285 | 0% | held | |
| 9 | TDG TRANSDIGM GROUP INC | Industrials | 0.4% | $14.5m | 11,022 | 0% | held |
| 10 | SHAK SHAKE SHACK INC | Consumer Cyclical | 0.2% | $8.9m | 95,502 | 0% | held |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.